EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.03M
3
+$2.68M
4
AMZN icon
Amazon
AMZN
+$2.01M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$3.83M
2
+$2.46M
3
+$1.16M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$260K
5
PODD icon
Insulet
PODD
+$202K

Sector Composition

1 Technology 28.12%
2 Healthcare 11.85%
3 Financials 11%
4 Consumer Discretionary 9.87%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.71%
63,672
+2,138
27
$10.5M 0.65%
58,309
+1,995
28
$10.4M 0.64%
34,632
+1,150
29
$10.3M 0.63%
65,427
+2,100
30
$9.69M 0.59%
255,462
+8,338
31
$9.67M 0.59%
15,922
+522
32
$9.35M 0.57%
320,523
-39,825
33
$9.2M 0.56%
152,894
+5,237
34
$8.71M 0.53%
49,761
+1,648
35
$8.6M 0.53%
140,576
+4,754
36
$8.45M 0.52%
16,747
+546
37
$8.22M 0.5%
14,143
+467
38
$8.1M 0.5%
66,219
+2,239
39
$7.98M 0.49%
137,747
+4,335
40
$7.47M 0.46%
149,733
+4,913
41
$7.19M 0.44%
63,282
+2,126
42
$6.93M 0.43%
18,899
+618
43
$6.89M 0.42%
49,197
+1,643
44
$6.72M 0.41%
155,020
+4,795
45
$6.64M 0.41%
150,337
+5,259
46
$6.54M 0.4%
225,094
47
$6.5M 0.4%
10,004
+340
48
$6.46M 0.4%
31,326
+1,001
49
$6.46M 0.4%
14,545
50
$6.33M 0.39%
150,806
+5,128
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